| Bluescape Energy Partners LLC | Dallas, TX | $890.4M | 6 |
| Thomas J. Herzfeld Advisors, Inc. | Miami Beach, FL | $890.4M | 6 |
| Tran Capital Management, L.P. | San Rafael, CA | $890.3M | — |
| Grandview Property Partners, LLC | Greenwich, CT | $890.1M | 12 |
| J.p. King Advisors, Inc. | Walnut Creek, CA | $889.7M | — |
| 3chopt Investment Partners LLC | Richmond, VA | $889.4M | — |
| Correct Capital Wealth Management, LLC | Clayton, MO | $889.3M | — |
| Go Invest LLC | West Jordan, UT | $889M | — |
| Erguz, LLC | The Woodlands, TX | $889M | — |
| Westside Investment Management, LLC | Santa Monica, CA | $888.8M | — |
| Dupree & Company, Inc. | Lexington, KY | $888.2M | — |
| Martin Investment Management, LLC | Palm Beach Gardens, FL | $888.1M | 1 |
| Bin Yuan Capital Limited | Hong Kong | $888M | 1 |
| Remy Investors & Consultants, LLC | Los Angeles, CA | $887.6M | 3 |
| Bernicke Wealth Management, Ltd. | Altoona, WI | $887.4M | — |
| Atika Capital Management, LLC | New York, NY | $887.3M | 3 |
| Corinthia Management (US) LLC | New York, NY | $886.5M | 4 |
| Strata Wealth Advisors, LLC | Dallas, TX | $886.1M | — |
| Insight Equity Management Company LLC | Southlake, TX | $885.9M | 17 |
| Covington Investment Advisors, Inc. | Ligonier, PA | $885.9M | — |
| Cfm Wealth Partners LLC | Austin, TX | $885.8M | — |
| Robert Harrell Incorporated | Austin, TX | $885.3M | — |
| New World Advisors LLC | Hingham, MA | $884.9M | — |
| United Capital Management of Kansas, Inc. | Salina, KS | $884.8M | 1 |
| Bow Street LLC | New York, NY | $884.7M | 9 |
| Pilgrim Global Advisors LLC | Reno, NV | $884.2M | 2 |
| Arrow Capital Pty Ltd | Sydney Nsw | $883.8M | — |
| Basepoint Wealth, LLC | Cedar Rapids, IA | $883.8M | — |
| Lebenthal Diversified Asset Management Inc. | Hauppauge, NY | $883.7M | — |
| Sage Rhino Capital LLC | Menlo Park, CA | $883.7M | — |
| Castellan Group, LLC | Louisville, KY | $882.2M | 8 |
| Intelligence Driven Advisers, LLC | Carlsbad, CA | $881.9M | — |
| Optas, LLC | Dripping Springs, TX | $881.9M | — |
| All Star Financial LLC | Minneapolis, MN | $881.7M | — |
| Xy Investment Solutions, LLC | Bozeman, MT | $881.5M | — |
| Freedom Advisory, LLC | Guaynabo, PR | $880.6M | — |
| Roscommon Analytics LLC | Houston, TX | $880.6M | 1 |
| Lyonross Capital Management, LLC | White Plains, NY | $880.5M | — |
| Spur Capital Partners, LLC | Bartlesville, OK | $879.9M | — |
| Bayshore Capital Advisors, LLC | Tampa, FL | $879.2M | 10 |
| Park Place Capital Corporation | Homewood, AL | $879.2M | — |
| Transatlantique Private Wealth LLC | New York, NY | $878.8M | — |
| Alongside, LLC | Austin, TX | $878.6M | — |
| Chatham Capital Group Inc | Savannah, GA | $878.1M | 2 |
| Milestone Investment Advisors, LLC | Middleton, WI | $877.6M | — |
| Seymour Asset Management LLC | New York, NY | $877.5M | — |
| Noesis Capital Management Corp | Boca Raton, FL | $876.9M | — |
| Montz Harcus Wealth Management LLC | New Orleans, LA | $876.3M | — |
| True Green Capital Management LLC | Westport, CT | $876.2M | 7 |
| Icon Advisers, Inc. | Greenwood Village, CO | $875.9M | — |